Newport Wealth Strategies »

Vanguard Small-Cap ETF shares owned by Newport Wealth Strategies

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Newport Wealth Strategies from 13F filings

Historical chart of Newport Wealth Strategies investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $726k 3.3k 218.81
2021-06-30 $768k 3.4k 225.35
2021-03-31 $747k 3.5k 214.16
2020-12-31 $449k 2.9k 153.87
2020-09-30 $455k 2.9k 155.93
2020-06-30 $269k 1.8k 145.56